(CPA or EA) Specializing in Trust Tax Returns -Permanent Work from Home

September 7, 2026

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Senior Client Manager (CPA or EA)

Full-time or Part Time · On-site · Thousand Oaks, CA

Position Overview:
Were seeking an experienced CPA or EA to lead a client portfolio focused on Form 1041 Trust Returns and Form 1040 Individual Returns. Youll act as the primary point of contact for fiduciaries, trustees, and high-net-worth individuals, providing tax expertise and strategic guidance. This role is supported by a production team so you can focus on high-level tax analysis, planning, and client relationships.

Key Responsibilities:

Prepare and review complex Form 1041 (trust) and Form 1040 (individual) tax returns
Serve as primary point of contact for fiduciary and HNW clients
Conduct tax planning meetings and year-end reviews
Manage and mentor a small pod of tax staff and support team
Respond to IRS/FTB notices and manage tax resolution as needed
Maintain accurate client data in Lacerte, QuickBooks, and Liscio
Identify opportunities for expanded services (e.g., estate planning, charitable giving strategies)

Qualifications:

Active CPA or EA license (MST preferred)
7+ years of tax experience, including 3+ years managing client relationships
Expertise in trust and individual taxation
Strong knowledge of tax planning strategies, fiduciary income rules, and multi-state tax issues
Comfortable with Lacerte, QuickBooks (Desktop/QBO), and Google Workspace
Excellent communication and organizational skills

Compensation & Benefits:

$55$72.19 per hour DOE (paid overtime during tax season)
SIMPLE IRA with 3% match, AFLAC options
5 paid holidays + flexible PTO after 6 months
Sit-stand desks, on-site parking, team lunches, and collaborative culture

Apply now to join a team that prioritizes integrity, client service, and rewarding tax work.

Employee discount
Professional development assistance
Retirement plan

Thousand Oaks, CA 91360

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